Wallace Advisory Group’s SAP SAP Stock Holding History

Wallace Advisory Group’s Portfolio SAP Stock Details SAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,351	Closed	-$411K	–	163
2025 Q3	$411K	Sell	1,351 -369	-21%	-$104K	0.33%	91
2025 Q2	$462K	Sell	1,720 -119	-6%	-$34.1K	0.34%	86
2025 Q1	$453K	Buy	1,839 +102	+6%	+$27.8K	0.31%	95
2024 Q4	$398K	Sell	1,737 -22	-1%	-$5.24K	0.28%	99
2024 Q3	$355K	Sell	1,759 -35	-2%	-$7.44K	0.26%	103
2024 Q2	$362K	Buy	1,794 +127	+8%	+$24K	0.26%	102
2024 Q1	$258K	Buy	+1,667	New	+$296K	0.19%	133

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wallace Advisory Group's SAP Position: Q4 2025 in Review

Wallace Advisory Group sold out of SAP (SAP) in Q4 2025, closing a stake of 1,351 shares — an estimated $411K sold.

Wallace Advisory Group first reported a position in SAP in Q1 2024 and held it in 7 quarters. The position peaked at $462K in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

Wallace Advisory Group reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
Wallace Advisory Group sold 1,351 SAP shares in Q4 2025, an estimated $411K.
Wallace Advisory Group first reported a position in SAP in Q1 2024 and held it in 7 quarters.
Wallace Advisory Group's SAP position peaked at $462K in Q2 2025.
928 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.